Financial Assistant

JR United Kingdom; Cardiff; Hybrid; GBP 23,000 - 30,000; Full time

Job summary

A leading company in the education sector is seeking a Student Loan Finance Assistant in Cardiff. This role focuses on delivering exceptional customer service while managing student finance inquiries, ensuring accurate financial records, and collaborating with various stakeholders. The position offers a hybrid working arrangement and generous leave, along with opportunities for professional growth in a supportive environment.

Benefits

30 days annual leave

Local Government Pension Scheme

Professional development opportunities

Collaborative culture

Qualifications

• Medium-advanced level experience in Excel required.
• Higher Education experience preferred.
• Prior student loan/finance experience is a plus.

Responsibilities

• Manage and reconcile payments from UK and international loan providers.
• Advise students on financial support options like loans and scholarships.
• Maintain accurate student financial records and process adjustments.

Skills

Communication

Problem Solving

Organizational Skills

Analytical Skills

Education

NVQ Level 4 or equivalent including English and Maths

Tools

Excel

Job description

We are seeking a Student Loan Finance Assistant. This role centers on delivering excellent customer service to our students while supporting a small team with the efficient administration and resolution of queries related to Student Loans, both UK and Overseas. It is a hands-on operational position within a sector that differs from typical credit control functions.

Virtual job fairs

• NVQ 4 or equivalent including English and Maths
• Medium-advanced level experience in Excel
• HE experience or Customer service/Sales Ledger/Credit Control experience
• Proactive, willingness to learn and an interest in problem solving
• Excellent communication skills as well as an ability to manage stakeholders at all levels
• Higher Education experience
• Prior student loan/finance experience
• Knowledge of Student Finance England

Reporting into Student Fees Manager, the primary responsibility of this role is to investigate and respond promptly and empathetically to student or sponsor inquiries, enhancing the overall customer experience with a strong focus on pastoral care. Responsibilities include:

• Manage and reconcile payments from UK and international loan providers, ensuring accurate disbursements to student accounts.
• Advise students on financial support options, including loans, Future Earnings Agreements (FEAs), bursaries, and scholarships.
• Maintain accurate student financial records and process adjustments in coordination with external agencies such as Student Finance England (SfE), SAAS, Sallie Mae, Stepex, FAFSA, and Veterans Affairs.
• Collaborate with internal stakeholders to ensure compliance with regulations and accurate billing/crediting processes.
• Deliver excellent customer service to enhance the student experience.
• Utilise strong communication, organisational, and analytical skills to manage complex data and resolve financial queries effectively.
• Hybrid Working: Flexible hybrid working arrangement with three days per week
• Generous Leave: 30 days annual leave in addition to public holidays and scheduled University closure days
• Pension: Membership in the Local Government Pension Scheme, offering competitive benefits and long-term security
• Professional Development: Opportunities to develop your skills and progress your career within a supportive and forward-thinking organisation
• Collaborative Culture: Join a team committed to innovation, continuous improvement, and delivering excellent service to students and staff alike

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.

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Created on 04/06/2025 by JR United Kingdom